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Multistate Tax Compliance, Nexus Analysis & Strategic SALT Advisory

AAFCPAs provides expertise and compliance solutions for multistate corporate income tax, sales and use tax, personal property tax, marijuana retail tax, and gross receipts tax.

State and Local Tax (SALT) Consulting & Multistate Compliance

State & Local Tax Nexus Analysis, Apportionment, Multistate Indirect Tax Compliance

AAFCPAs provides expertise and compliance solutions for multistate corporate income tax, sales and use tax, personal property tax, cannabis retail tax, and gross receipts tax.

State and local tax requirements continue to evolve, and enforcement is increasing across jurisdictions. As businesses expand into new markets, they often become subject to a wide range of state and local regulations that can create both risk and administrative burden.

Understand Your Multistate Tax Obligations with a Strategic Approach

Growth brings opportunity, but it also brings new tax considerations. Entering new states, hiring remote employees, or expanding operations can quickly change where and how your business is taxed. Factors such as sales activity, employee locations, property, and inventory all play a role in determining your obligations.

AAFCPAs combines tax expertise, practical guidance, and technology to help you manage complexity with confidence so you can focus on growth.

  • “Working with AAFCPAs has been an exceptional experience. From the start, the team guided us through the complexities of state and local sales tax compliance as we expanded into multiple states. Their knowledge of state-specific requirements has been invaluable in ensuring we remain compliant as our business scales.

    A key moment for us was our first financial review a few years ago. The team was incredibly patient, answering every question we had. That same level of support continues year after year, giving us the confidence to make the most informed decisions at every turn.”

    Prioritizing our best interests.

    Tammy Johnson President & CEO, Co-Founder Atrium Campus
  • “I highly recommend AAFCPAs to my peers running a mid-sized family business like Zero Porosity Casting. For 20+ years we have relied on their superior tax expertise to help us run our business effectively. AAFCPAs continuously monitors all the changes in tax laws, so it is one less thing we must worry about. They proactively inform us of the changes and provide insight as to how best to respond. I appreciate the depth of their team and the positive impact the multiple perspectives have on our tax planning, which is critical to me. AAFCPAs makes it easier to grow because we have full access to their smart talent, and all the advisors we work with are in-house and all talk to each other albeit tax preparation, tax consulting, business tax, personal tax, SALT, estate and trust, business operations, succession planning, ownership transfer, foreign employee consultation, R&D credits, etc. We trust AAFCPAs. They are a good value CPA firm, and we know they care about us. They do a fantastic job educating us via one-on-one, webinars, seminars, or email updates, which gives us confidence in our decision-making!”

    Roger Azizian, President Zero Porosity Casting
  • “The SALT tax expertise (in addition to income tax expertise) is exceptional at AAFCPAs!  We sell all over the country.  At one point during the last decade, coming out of a recession, we decided to outsource our entire function to AAFCPAs who was really helpful cleaning things up and sorting through the complexities.”

    Jeff Davis, Owner Davis Publications, Inc.
  • “I highly recommend AAFCPAs’ diverse tax solutions to any of my peers. Over the years, Vista Higher Learning, Inc. has utilized and benefited greatly from AAFCPAs’ SALT consulting, income tax compliance and consulting, and strategic planning around acquisitions and strategic initiatives. Their proactive tax advice is well thought out and has been proven over time. We have grown over the years and now sell in all 50 states. Their corporate guidance comes with detailed options, which are well explained, in addition to insightful scenarios to guide our decision-making process. They are fully invested in getting to know us, our structure, and how our owner’s personal tax situation interrelates and weaves into the business decisions we make. Regardless of the complex scenario, we all have complete confidence and trust in AAFCPAs’ tax expertise. They fully understand our history, who we are now, and where we are going. Our relationship is a great business partnership and one that we appreciate as rare, valuable, and hold in the highest regard.”

    Joseph DiGiantommaso, VP of Finance Vista Higher Learning, Inc.

Tax Nexus Analysis

Sales and Use Tax Nexus & Multistate Tax Obligations

AAFCPAs’ SALT specialists perform nexus analyses, including sales and use tax nexus, to determine where your business may have state and local tax obligations.

We analyze:

  • Where are you shipping goods?
  • Where are you performing services?
  • Where are your employees located?
  • What has changed in your operations?
  • Do you own property in another jurisdiction?
  • Do you sell to customers or perform services in Canada?

We then review state-specific rules to determine how your activities translate into filing requirements, how income should be apportioned, and where potential exposure exists.

Nexus is the foundation of multistate taxation. It determines whether your business activity creates a tax obligation in a given jurisdiction based on physical presence, economic thresholds, or other factors.

Multistate Tax Filing Requirements and Compliance Solutions

Manage Complexity with Confidence

Multistate tax compliance and multistate tax filing requirement can be challenging to navigate, especially as rules continue to change. Filing requirements are not always straightforward and often require careful interpretation. AAFCPAs helps clients manage these obligations with a structured, thoughtful approach. We focus on balancing compliance requirements with the realities of your operations so you can move forward with confidence. Our SALT automation tools streamline filings, while our team ensures compliance across jurisdictions.

Our approach includes:

  • Accurate and consistent filings supported by tax automation tools
  • Guidance aligned with your structure, industry, and growth plans
  • Ongoing access to professionals who understand your business

Our team works directly with clients to address notices, clarify obligations, and provide practical insight based on real-world experience.

Sales Tax Automation Software

With SALT Specialists Guiding You Through Complex Regulations

Our tax automation software streamlines multistate and international tax management. What sets AAFCPAs apart is the experienced SALT professionals behind it. Multistate tax compliance requires more than accurate filings. It requires understanding evolving regulations, jurisdictional nuance, and how tax positions will hold up under scrutiny. Software can process data, but it cannot interpret gray areas or apply judgment.

AAFCPAs combines technology with a highly engaged SALT team that works directly with you. We review notices, clarify obligations, and provide practical guidance based on real-world experience across jurisdictions. When complexity arises, you have someone to call who understands both your business and the tax landscape.

Streamlined Tax Compliance Solutions for Multistate and Canadian Operations

Our multistate tax compliance solutions include sales and use tax registration and returns, exemption certificate management, advance payment calculations for industries such as cannabis retail, and income tax filings for corporations, partnerships, individuals, and trusts. We also offer Canadian GST/PST compliance, voluntary disclosures, correspondence management, and audit preparation and response. Each engagement is tailored to the structure and scale of your operations, with a focus on consistency, efficiency, and risk mitigation across jurisdictions.

Other Areas of SALT Expertise

  • Pass-through entity taxes
  • M&A Tax Exposure/Due Diligence
  • Economic development incentives
  • Tax credits, including R&D and jobs credits
  • Business registrations and licensing
  • Payroll tax considerations for remote employees
  • Property taxes
  • Unclaimed property

Why AAFCPAs

Clients rely on AAFCPAs’ decades of SALT experience not only for our technical expertise but also for proactive guidance, responsiveness, and a long‑term partnership approach. Whether you are addressing nexus questions, expanding into new states, or managing ongoing compliance, our team works alongside you to help you make informed decisions.

Our SALT team supports clients across:

  • Nexus analysis
  • Apportionment studies
  • Multistate compliance
  • Strategic tax planning

We combine technical knowledge with a collaborative approach to help you reduce risk, improve processes, and plan for growth.

Let’s Connect

Kelly Zack

Kelly Zack

MST | Partner, State & Local Tax (SALT)
Brian O’Hearn
Brian O'Hearn

Brian O’Hearn

CPA, MSA | Tax Manager

Responsible Tax Planning with a Collaborative Approach

AAFCPAs offers a transparent and responsible approach to tax strategy. We emphasize proactive planning, compliance, and coordination across financial disciplines to mitigate risk and support long-term financial health. Our guidance promotes informed decision-making through collaboration with trusted advisors.

Contact Us

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>